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Disclosery

West Oak Capital, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Oak Capital, LLC on SCHW, newest first. How the timeline and the estimate are built.

West Oak Capital, LLC held 36,067 SCHW shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 36,067 shares
    Change vs previous 13F +1,350 shares

    1.37% of the 13F portfolio, value $34,433.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 34,717 shares
    Change vs previous 13F +1,255 shares

    1.24% of the 13F portfolio, value $31,676.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 33,462 shares
    Change vs previous 13F -1,150 shares

    1.01% of the 13F portfolio, value $26,194.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F/A 34,612 shares
    Change vs previous 13F +40 shares

    0.91% of the 13F portfolio, value $25,616.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 34,572 shares
    Change vs previous 13F +3,607 shares

    0.42% of the 13F portfolio, value $22,406.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 30,965 shares
    Change vs previous 13F +1,330 shares

    0.92% of the 13F portfolio, value $2,281,811.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 29,635 shares
    Change vs previous 13F +325 shares

    0.91% of the 13F portfolio, value $2,144,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 29,310 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,912,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).